Personetics Technologies

Company Overview

Snapshot

Founded in July 2010 by David Govrin and David Sosna, Personetics Technologies operates with 201–500 employees. The company has raised $199.2 million across 6 funding rounds from 7 investors. In February 2024, Personetics appointed Udi Ziv as CEO, signaling a leadership transition to drive its global strategy.

Business overview

Personetics Technologies is a global leader in data-driven personalization and customer engagement for financial services. The company's AI-powered technology analyzes financial data in real time to understand individual financial behavior, anticipate needs, and provide proactive engagement. Personetics offers day-to-day insights, financial advice, and automated wellness programs tailored for mass-market, affluent, and small-business customers, enabling banks to create differentiated personalization and drive business impact in sales, balances, and retention. The company operates within the Fintech & Insurtech sector, specifically focusing on Financial Operations Software, and serves financial institutions, including banks, as well as investment and portfolio management and financial products markets.

Strategic signal

In April 2025, Personetics appointed Puneet Malhotra as Chief Revenue Officer, a strategic move to bolster global sales operations and expand its influence in the banking sector. This appointment, following the company's commitment to leading the 'Cognitive Banking' era with new AI-driven capabilities in March 2025, signals a strong focus on commercial expansion and leveraging its AI platform to meet evolving consumer expectations and drive digital adoption and sales conversions for financial institutions.

Company Intelligence Q&A

What significant leadership change occurred at Personetics Technologies in early 2025?

In February 2025, Personetics appointed Jody Bhagat as President Global Banking, broadening his role from President of the Americas to align regional strategies with the company's global vision and foster relationships with bank C-suites.

What new product features did Personetics Technologies announce in February 2025?

In February 2025, Personetics announced new features for its AI-powered product, Personetics Engage, including an Activity Tracker, Financial Recap, Bank and User Categorization Control, and Custom User Journeys, designed to enhance personalized digital banking experiences.

What did Personetics Technologies' global survey in February 2025 reveal about consumer demand?

In February 2025, Personetics' global survey, 'Understanding Consumer Demand in the AI-Banking Era,' revealed that 84% of customers are likely to switch banks for services that enhance their financial wellness, highlighting a surging demand for AI-driven banking services.

What recognition did Personetics Technologies receive from Celent in June 2024?

In June 2024, Personetics Technologies was recognized by Celent as a global leader in Personal Financial Engagement (PFE) for retail banking, with the report noting its mature and evolving product capabilities in customer engagement and bank value.